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Just four months after mass production began, Samsung's HBM4 revenue has already exceeded $1 billion.

Just four months after mass production began, Samsung's HBM4 revenue has already exceeded $1 billion.

``` The commercialization of Samsung Electronics' sixth-generation high-bandwidth memory HBM4 is advancing at an astonishing pace. According to Yonhap News on Tuesday, since the global first mass production and shipment of Samsung HBM4 in February this year, it has achieved sales of over $1 billion in just about four months,

Trump administration launches review of offshore seabed critical mineral mining in Virginia, potentially setting a precedent for the outer continental shelf.

Trump administration launches review of offshore seabed critical mineral mining in Virginia, potentially setting a precedent for the outer continental shelf.

The Trump administration has officially launched the review procedure for a plan to mine seabed minerals off the coast of Virginia, marking its latest move to advance the localization of America’s critical mineral supply chain. This week, the U.S. Bureau of Ocean Energy Management (BOEM) announced it is

The EU has achieved its goal of 8 billion euros in energy transition financing, reducing the scale of carbon emission quota auctions.

The EU has achieved its goal of 8 billion euros in energy transition financing, reducing the scale of carbon emission quota auctions.

``` The European Union has concluded the sale of a batch of carbon emission allowances allocated in advance. This move is part of the plan to use the EU Emissions Trading System (ETS) to provide financial support for breaking dependence on Russian natural gas. According to a statement released on its

SpaceX launches its first investment-grade bonds, reinforcing expectations of a rise in long-term real interest rates in the US.

SpaceX launches its first investment-grade bonds, reinforcing expectations of a rise in long-term real interest rates in the US.

``` SpaceX's first investment-grade bond issuance is providing new evidence for the market’s assessment that US long-term real interest rates are rising. This financing not only reflects the US capital market's continued enthusiasm for ultra-long-term growth projects, but also tests the US economy's ability

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Is computing power no longer scarce? AI server rental costs are decreasing, Japan launches cutting-edge "orchestration" new model
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``` Is computing power no longer scarce? AI server rental costs are decreasing, Japan launches cutting-edge "orchestration" new model ```

``` The AI infrastructure market is simultaneously exhibiting two new signals: server rental costs continue to decline, and the growth rate of compute Token expenditures is stabilizing. These two signals jointly point to a core question in the AI field — is declining AI cost driving more demand, or eroding existing pricing

RBC Capital Markets: U.S. stocks can withstand two moderate interest rate hikes in the next 12 months.

RBC Capital Markets: U.S. stocks can withstand two moderate interest rate hikes in the next 12 months.

``` Lori Calvasina, Head of U.S. Equity Strategy at RBC Capital Markets, said that as long as the Federal Reserve’s tightening cycle remains moderate, the U.S. stock market should be able to withstand interest rate hikes. “As long as there are about two rate hikes of 25 basis

AI is reshaping filmmaking! Google DeepMind invests in film studio A24

AI is reshaping filmmaking! Google DeepMind invests in film studio A24

``` Google’s artificial intelligence research arm, Google DeepMind, has entered into a strategic partnership and completed an investment with the independent film studio A24, marking a direct convergence between Silicon Valley’s leading AI forces and Hollywood’s creative production. According to Bloomberg, the cooperation will cover multiple joint research